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Our financial advice team


Alan Blinn, Private Wealth Advisor serving the Bellevue, WA area - Ameriprise Advisors

Alan Blinn

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
AGP Wealth Advisors
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Cal Poly Pomona, BS in Engineering

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • College planning presentations at schools and organizations regionally
  • Volunteer for Ameriprise Day of Service with the Salvation Army Food Drive

Interests

Being part of the great outdoors has always been a passion in my life. Whether it's skiing in the beautiful Cascades, fishing in Alaska, or carving on my Slalom Ski on Lake Washington, I love to be outdoors. I plan to continue these activities with my wife, son and daughter for many years to come.